Ron Schneider, CFP®

Following a successful career in sales, branch, regional, and national management with hi-tech computer firms, Ron built and sold a software development company before joining the financial services community in 1988.  His financial services career began at Merrill Lynch. He later joined Prudential Securities as a Financial Advisor and Branch Manager. And has also served in wealth advisory positions with Morgan Stanley and Wells Fargo Advisors.

 

In 2016 Ron chose to exit the Wall Street constraints of formula-based client relationships. He now focuses his attention on the unique wealth and financial planning needs of individuals, as individuals. Ron is a magna cum laude graduate of Marist College with a BS in Business Administration, and obtained his Certified Financial Planner® certification in 2012.

 

He served on the Board of Directors of the Children’s Home of Kingston, on the Board of Directors for the Bardavon Opera House, and has served on several committees with arts organizations and within his church.

 

Ron was born in Reykjavik, Iceland and lives in Gardiner, NY along with his wife Laurie and their dog Harrison Fjord. He is the father of three and a proud grandfather of three grandchildren.